James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. and inflation peaked back in 2022 almost exactly to the month we predicted.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%. economy to avoid recession, and support above-average valuations.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. We could see a retest of 3.5% over the next few months.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. in September, temporarily breaking below the June 2022 closing low. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. The S&P 500 Index tumbled 9.3%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations. Suppose they made emotional investment decisions during the market volatility of 2022.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

James Hendries

OCTOBER 7, 2022

All data is provided as of October 4, 2022. The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. All index data from FactSet.

Clients 52

Clients Asset Allocation Portfolio Assets 52

James Hendries

NOVEMBER 3, 2022

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. Asset allocation does not ensure a profit or protect against a loss.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Investing Caffeine

JANUARY 2, 2024

Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. In 2022, the stock market fell -19% (S&P) due to a spike in inflation. For the year just ended, much of the year felt like a party, but 2022 felt more like a funeral.

Economy 98

Economy CFP Accounting Economics 98

James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. You may also be interested in: Inflation and Rising Rates Supports Value – November 14, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Investing Caffeine

JUNE 3, 2024

most recently) and the economy went into recession with GDP (Gross Domestic Product) declining by -2.2%. On the flip side, during 2022, the economy was firing on all cylinders. Remember that global pandemic back in 2020 called COVID-19 that killed over 350,000 people in the U.S.? What did the stock market actually do in 2020?

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Emerging from the depths of the 2022 bear market, the introduction of ChatGPT illuminated the potential of AI for the layman, igniting a remarkable surge in related tech stocks.

Marketing 77

Marketing Marketing Economy Manufacturing 77

Discipline Funds

DECEMBER 31, 2023

Just when you feel like you know everything the markets and the economy will surprise you. The last few years have made that abundantly clear as high inflation has ravaged most of the global economy. In January of 2022 I said that inflation had peaked , which happened to be a few months before the peak of 9% CPI.

Assets 78

Assets Asset Allocation Financial Planning Economy 78

Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Carson’s leading economic index indicates the economy is not in a recession. It can be hard to parse through it all and come up with an updated view of the economy after every data release.

Marketing 52

Marketing Marketing Economy Manufacturing 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. They tend to do better early in economic cycles once the economy emerges from recession.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Nationwide Financial

MARCH 1, 2023

For example, a recent Nationwide Financial survey taken in advance of Women’s History Month in March found that women investors are more fearful of a recession this year than they were in 2022. That’s down from 51% of women respondents who answered similarly in 2022. Align client portfolios with their risk tolerance and time horizon.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates. Here’s why.

Marketing 91

Marketing Marketing Economy Investing 91

SEI

AUGUST 2, 2022

Tue, 08/02/2022 - 14:05. Investments and economy. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . The second quarter of 2022 was a tough slog for investors with relatively few places to hide.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Revenue Segments Particulars Amount (Crores) Amount (Crores) Amount (Crores) Amount (Crores) Amount (Crores) Segments 2024 2023 2022 2021 2020 Trading ₹13,586.63 ₹11,182.54 ₹7,762.80 ₹4,848.29 ₹2,832.41

Compliance 90

Compliance Banking Management Risk Management 90

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Darrow Wealth Management

MARCH 28, 2022

But if you give yourself enough of a margin for the uncontrollable, with other adjustments, you can work to control the impact the economy has on your retirement plans. Asset allocation. Don’t wait for volatility to get your investments in order! So many things to say here. Consider U.S. value versus growth year-to-date.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

Brown Advisory

AUGUST 19, 2022

Fri, 08/19/2022 - 10:50. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. This year’s report examines several issues that the team is monitoring as we head into 2022. Read more >.

Marketing 98

Marketing Marketing Investing Investments 98

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. over the next couple of years. www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

JUNE 16, 2022

mhannan Thu, 06/16/2022 - 11:00 As we approach the first half of 2022, volatility is back with a vengeance. MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R.

Clients 52

Clients Asset Allocation Investing Investments 52

Brown Advisory

AUGUST 19, 2022

Fri, 08/19/2022 - 10:50. As we approach the first half of 2022, volatility is back with a vengeance. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. MORE ON THIS TOPIC. Read more >.

Clients 52

Clients Asset Allocation Investing Investments 52

Discipline Funds

MARCH 2, 2024

It forced me to think in a multi-temporal sense which has completely changed how I think about asset allocation. A lot of people feel depressed about the economy because life is hard. Still, it’s interesting in the context of the last few years because the S&P 500 is only up 11% since 2022. It’s hard having kids.

Marketing 94

Marketing Marketing Asset Allocation Assets 94

Brown Advisory

OCTOBER 11, 2022

Tue, 10/11/2022 - 13:22. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. This year’s report examines several issues that the team is monitoring as we head into 2022. Read more >.

Marketing 98

Marketing Marketing Investing Investments 98

Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up mhannan Fri, 08/19/2022 - 10:50 From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. This year’s report examines several issues that the team is monitoring as we head into 2022.

Marketing 52

Marketing Marketing Investing Investments 52

Dear Mr. Market

MAY 27, 2022

Bottom line…we’ve been through the ringer in 2022 with the third worst start for the S&P 500 in history and the worst ever for the Nasdaq! We point you to an old article we wrote and specifically to the “four distinct phases” that you can shift your asset allocation in order to outlast the average bear market.

Marketing 52

Marketing Marketing Asset Allocation Assets 52

Validea

SEPTEMBER 29, 2022

There’s no sugarcoating it — 2022 hasn’t been kind to investors. The downturn in stocks and other assets reflect a number of concerning things. Higher interest rates have made the affordability of homes and other assets much more costly. By Justin Carbonneau ( @jjcarbonneau ) —. Stocks are down. Bonds are down.

Assets 69

Assets Portfolio Asset Allocation Retirement 69

Investing Caffeine

MARCH 1, 2022

Although the stock market as measured by the S&P 500 index has gone gangbusters over the last three years, almost doubling in value (2019: +29%, 2020: +16%, 2021: +27%), the S&P 500 has hit an air pocket during the first couple months of 2022 (-8%), including down -3% in February. www.Sidoxia.com. Slome, CFA, CFP®.

Economics 59

Economics Accounting Advertising CFP 59

Brown Advisory

OCTOBER 11, 2022

mhannan Tue, 10/11/2022 - 13:22 Investors have plenty of challenges to focus on as a volatile year enters its final months. This year’s report examines several issues that the team is monitoring as we head into 2022. CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back? Rodrigo is now available.

Marketing 52

Marketing Marketing Investing Investments 52

WiserAdvisor

JANUARY 8, 2023

The year 2022 had its ups and downs. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. CHANCELLOR: Well, I said no initially. CHANCELLOR: Yes.

Banking 144

Banking Valuation Economy Investing 144